See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,425 | $183,592-96.0% | $155,567-95.2% | $145,959-94.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,173 | $5,315-77.9% | $4,674-74.9% | $4,661-74.8% |
| Participant deferral / active EE | $4,463 | $6,464-31.0% | $5,628-20.7% | $6,689-33.3% |
| Admin fee / account holder | $280 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |